Review and Categorization of TRMs in the

Midwest

Presented at the 2017 ACEEE National

Conference on Energy Efficiency as a Resource

Image: Joel Penner / Flickr (CC BY 2.0)

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About MEEA

We are a nonprofit membership organization with 160+ members,including:

• Utilities• Research institutions• State and local governments• Energy efficiency-related businesses

As the key resource and champion for energy efficiency in the Midwest, MEEA helps a diverse range of stakeholders understand and implement cost-effective energy efficiency strategies that provide economic and environmental benefits.

Supporting Energy Efficiency Policy in the Midwest

MEEA’s Role as a Resource

Share Best Practices

Regional Representation in

National Dialogues

State and Regional Coalition-building

Legislative & Regulatory Analysis

Utility Data Collection and

Analysis

Education & Advocacy

What is a TRM?

• A guide for energy efficiency program planning & evaluation

• A list of efficiency measures along with deemed values or algorithms to calculate savings from those measures

• Can be common statewide or utility-specific

TechnicalReference Manual*

Nomenclature varies*

What’s good about a statewide TRM?

Pros

Consistency

• Everyone has the same list of measures to work from

• Everyone uses the same values for savings

Authority

• Definitive source

• Notes & source references

• Approved by commission

What’s bad about a statewide TRM?

Cons

Can get stale

• Has to be updated regularly

• New measures, updated values and equations, remove outdated or incorrect info

Limited scope

• Not every possible measure can be included

• New technologies & pilots not necessarily covered

Needs buy-in

• If all stakeholders don’t participate, process can break down

• Not everyone recognizes value of TRMs

Project Overview

TRM Inventory

StatewideTRMs &

Deemed Savings Databases Extract &

Categorize Measures

Review TRMs&

Processes

Not included:

Utility-specific

TRMs

StatewideTRMs &

Deemed Savings Databases

Review TRMs&

Processes

Review of TRMs & Processes

TRM Inventory

TRM Review

Document

Where to find the TRM

Who administers

and who uses the TRM

Who created the TRM

When the TRM was

created/last updated

What the process and cycle is for

updating the TRM

What do we know about each TRM?

State TRM Information

• Name

• Version

• Current status

• Availability/URL

• Coverage

• TRM administrator

• Update process & schedule

• Stakeholders

• Development notes

VEIC

Cadmus

TecMarket

Works

Morgan

Marketing

Partners

Franklin

Energy

Opinion

Dynamics

Integral

Analytics

Building

Metrics

Development Contractors/Subcontractors

Members & stakeholders

Advisory Review Group

• Interviews about development & process

• Review of state information

StatewideTRMs &

Deemed Savings Databases

Extract & Categorize Measures

Extract & Categorize Measures

TRM Measure Inventory

EXTRACT

•Digital extraction

•Depends on file format

•PDF (most common), Word, Excel (rare)

•Measure name, measure code, measure category, other data as available/extract-able

•Dump everything into Excel format

TRANSFORM

•Data prep & low level normalization

•Talend Data Prep

•Merge into single data table

•Consistent metadata & nomenclature

•Categorization schema based on BPA

•Categorized each measure at Sector, End Use, Category, and Technology levels

LOAD

•Tableau Desktop

•Analysis & visualization

•Compare and contrast categories between states

•Gaps = opportunities

Included in TRM Measure Inventory

State TRMs

Illinois TRM v5.0 (2016); updated to v6.0 (2018)

Iowa TRM v01 (2016)

Indiana TRM v2.2 (2015)

Michigan 2017 MEMD Master Database; updated to 2018

Minnesota TRM v2 (2017)

Wisconsin Focus on Energy TRM Fall 2015; updated to TRM 2017

Missouri TRM v1.0 (2017)

*Ohio (draft 2010) not included

What is in the Measure Inventory?

TRM Measure Inventory

• All of the measures

– 3950 records

– 2011 distinct measure

names

• Measure codes

• Measure categorization

– Sector

– End Use

– Category

– Technology

• Think index rather than

encyclopedia

– Some measure-specific

data – depends on the

state

– Can’t take the place of the definitive TRMs

– Can help find what is in them

– Can explore the contents

Sector / End Use / Category / Technology

Measure Categorization

Sector

Agriculture

Commercial

Industrial

Multifamily

Public

Residential

Upstream

End Use

Agriculture

Appliances

Compressed Air

Electronics

Food Service Equipment

HVAC

Lighting

Other

Process Loads

Refrigeration

Shell

Water Heating

CategoryBehavior/Education

Computers

Controls/Sensors

Cooking

Envelope

Heat Recovery

HVAC System

HVAC System Improvements

Irrigation

Lamps/Ballasts/Fixtures

Laundry

Livestock Tanks

Motors/Drives

Other

Plug Load

Process Loads System Improvements

Pumps/Fans

Refrigeration System Improvements

Refrigerators/Freezers

Signs/Signals

Transformers

Water Heaters

Water Management

Water-Using Devices

Whole Building

TechnologyAir Conditioning

Air Sealing

Behavior

CFL

Clothes Dryers

Clothes Washers

Computer Power Management

Computer Systems

Controls

Decommissioning

Delamping

Dishwashers

Doors

Drives

Duct Sealing

Fans

Fluorescent

Freeze Resistant Stock Tanks

Freezers

Fryers

Furnace/Boiler

Gasket Replacement

Grain Dryer

Griddles

Heat Pumps

Heat Recovery - HVAC

Heat Recovery - Other

Heat Recovery - Stack

Heat Recovery - Water/Liquid

HID

TechnologyHot Food Holding Cabinets

Ice Makers

Infrared Heater

Insulation - Duct

Insulation - Other

Insulation - Pipe

Insulation - Shell

LED

Metal Halide

Motion Sensors

Motors

New Construction

Night Covers

Nozzle Replacement

Other

Ovens

Power Strips

Pre Rinse Spray Valves

Pumps

Refrigerators

Sensors

Showerhead/Aerators

Split Systems

Steam Cookers

Strip Curtains

Television/Monitor/AV

Thermostats

Training

Tune-Up

Vending Machines

Water Heaters

Windows

62

Technologies

25

Categories

What is NOT in the Measure Inventory?

TRM Measure Inventory

• Formatted text

• Formulae & equations

• Lookup & reference tables

• Sources & notes

• Complete field values for every measure

• Lacks sufficient comparable data for broad quantitative comparison of measure valuesbetween states

• MI MEMD has the most measures, followed by WI Focus TRM

• IN TRM has least measures

• Structural differences in TRMs is a factor (lookup tables vs. individual listings)

• Broad diversity of end uses in all of the TRMs

IN

MO

MN

IA

IL

WI

MI

Number of Measures

Energy types and end uses

Electric and Natural Gas EE Measures

Sector specificity varies between states

Sectors & Measure End Uses

Lighting is a big part of TRMs

Measure Count Comparison

• The Lighting end use is the largest single component

of several of the TRMs and a substantial component of

all of them

• CFL and Fluorescent technologies are a significant

portion, though LED is gaining ground

Surprisingly for the Midwest…

Measure Count Comparison

• The Agriculture end use has very limited penetration in

Midwest TRMs

• Some end-uses (e.g. Lighting, HVAC) may also apply to

agricultural customers – this is only ag-specific measures

• Some states have no Ag measures

Example: Count of HVAC measures by Category

Inside of the End Uses

Example: Heat recovery technologies in various end uses

Technologies cross end uses

Where could the project go?

Logical next steps

Data updates• Error checking/fixing

• Refine categorizations

• Lookup tables in TRMs as individual measures

• Move from Excel to relational database

• Link to source files

• Dashboards, queries & such

Uses for the inventory• Template/turn-key TRM – just pick your measures

• State “have you considered?” guides

Pie in the sky• Usage data – heatmaps – how much does each

measure/sector/end use category/technology actually get used and where?

MEEA Member Discussion, Summer 2017

Possible Benefits of Regional TRM

A regional TRM/database could help with:

• A closer-to-home alternative to DEER

• Providing a single reference source – avoiding circular

& outdated references

• Providing a source of updated measure information

for utilities in states with no update mechanism

• Simplifying program development for small utilities &

states that don’t already have TRMs

Midwest Energy Efficiency Alliance

Thank you!

gehrendreich@mwalliance.org

312.784.7273

Gregory Ehrendreich, Research Analyst